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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,576 | $96,678+250.2% | $86,640+290.8% | $139,466+142.8% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 15.68% | 106.69%-91.0pp | 592.52%-576.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,600 | $3,265-51.0% | $3,024-47.1% | $4,754-66.3% |
| Participant deferral / active EE | $12,450 | $4,837+157.4% | $4,438+180.5% | $6,712+85.5% |
| Admin fee / account holder | $3,709 | $6,410-42.1% | $5,616-34.0% | $11,409-67.5% |